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亚马逊 (AMZN US) - 二季度业绩强劲缓解关税担忧	王腾杰,李怡珊	2025-08-01
Amazon (AMZN US) - Strong 2Q shrugged off tariffs concerns	Wong Tang Kit, Tommy,Li Yishan, Crystal	2025-08-01
TAL (TAL US) - Margin beat with new upsized repurchase surprise	Li Yishan, Crystal,Wong Tang Kit, Tommy	2025-08-01
好未来 (TAL US) - 利润率及新回购计划超预期	李怡珊,王腾杰	2025-08-01
Roblox (RBLX US) - 平台用户增长势头强劲	王腾杰,李怡珊	2025-08-01
Roblox (RBLX US) - Platform gaining user momentum	Wong Tang Kit, Tommy,Li Yishan, Crystal	2025-08-01
新东方教育科技集团（EDU US）- 聚焦高质量发展与股东回报	李怡珊,王腾杰	2025-08-01
欧莱雅 (OREP FR) - 上行趋势已大致消化；下调至中性评级	黄铭谦	2025-08-01
百威亚太 (1876 HK) - 二季度业绩不及预期；销量下滑抵消均价提升	黄铭谦	2025-08-01
New Oriental Education (EDU US) - Focus on high-quality development and shareholder return	Li Yishan, Crystal,Wong Tang Kit, Tommy	2025-07-31
Meta Platform (META US) - 业绩大获全胜，缓解资本支出担忧	王腾杰,李怡珊	2025-07-31
Meta Platform (META US) - Homerun results overcoming capex worries	Wong Tang Kit, Tommy,Li Yishan, Crystal	2025-07-31
宏观报告 - FOMC会议解读：美联储立场偏鹰，12月或迎首次降息	郭书音	2025-07-31
Macro report - FOMC Meeting Takeaway: Fed Turns Hawkish; First Rate Cut Likely in December	Guo Shuyin	2025-07-31
L’Oréal (OREP FR) - Uptrend largely priced-in; D/G to HOLD	Wong Ming Him, Joseph	2025-07-31
Budweiser APAC (1876 HK) - 2Q miss; volume set-back outweighed ASP gains	Wong Ming Him, Joseph	2025-07-31
Macro report - Politburo Meeting Takeaway: From Optimizing Supply-Side to Expanding Effective Demand	Guo Shuyin	2025-07-31
宏观报告 - 中央政治局会议解读：从优化供给到扩大有效需求	郭书音	2025-07-31
Spotify科技集团 (SPOT US) - 尽管短期面临阻力，长期前景仍然乐观	王腾杰,李怡珊	2025-07-31
Li Auto (2015 HK) - i8 meets expectations, skewed market view may shift post user experience	Liang Yonghuo,Harrison, Yin Haocheng	2025-07-30

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